PROJECT

CONFIGURATION DOCUMENT

MODULE: CUSTOMER SERVICE

Author / Reviewer / Approver

Role
(Author /
Reviewer /
Approver)

Author /
Reviewer /
Approver
Name
Logan

Date

Documen
t Version

Document
Revision
Description

28-09-2013

V1.0

Initial

Author

28-09-2013

V1.0

Initial

Reviewer

Contents
1.

Creation of Maintenance Plant

2.

Assignment of Plant with Maintenance Planning Plant

3.

Activation of Warranty Categories

4.

Activation of Warranty in Notification and Service order

5.

Defined Technical Objects

6.

Define Planner Group

7.

View Profiles for Equipment Master

8.

View Profile for Functional Location

9.

Creation of Structural Indicator for Customer

10.

Maintain Equipment Category

11.

Technical Object default category for Transaction start

12.

Serial number profile for Equipment

10

13.

Serial number profile for Spares

10

14.

Creation of Notification type

11

15.

Settings for Notification Type Z1, Z2, Z3 & Z4

12

16.

Notification type with Order type

25

17.

Special Parameters for Notification type

25

18.

Assignment of Priority types with Notification

27

19.

Action Box

27

20.

Creation of Service order type

29

21.

Creation of Plant Section

32

22.

Indicator for Refurbishment Process

33

23.

Number range for Service order

33

24.

Assign Order types to Maintenance Plant

34

25.

Default Planning indicator for Order Types

34

26.

Access Sequence for Address Data

34

27.

Settlement Rule

34

28.

Proposed Reference time for Technical completion

35

29.

Default Control key for order type

35

30.

Maintenance Activity type default for order type

37

31.

Assignment of Priority Type

37

32.

Current Date Default for orders

37

33.

Default Values for Component Item Categories

38

34.

Movement Types for Material Reservations

38

35.

Activation of Default Date

39

36.

Default value for unit of operations

39

37.

Partner Determination Assignment with Order

39

38.

Dip profile

40

1.Creation of Maintenance Plant

Maintenance plant is the organization structure for both Plant
maintenance and Customer Service module.

2.Assignment of Plant with Maintenance

Planning Plant
In this step, we assign the maintenance plant to the manufacturing plant.
Service related to plant maintenance and Customer service module will be
performed under Maintenance plant.

3.Activation of Warranty Categories

There are two types of warranty categories.
I = Vendor warranty and
O= Customer Guarantee.
Inboundwarranties that you (as a system user and warrantee) are issued
by an external guarantor (for example, vendor, manufacturer)
Outboundwarranties that you issue to your customer (as warrantee)
Both the categories are assigned to Classification system.

4.Activation of Warranty in Notification and

Service order
Customer warranty O Warranty category is activated for both
Notification and Service order. With below activation, during creation of
notification and service order, a pop up will come whether the equipment
is under warranty or not. This message will help the user to decide how to
go ahead with Customer notification.

5.Defined Technical Objects

In LTKM, we have designed four objects.

ZE01 - Rubber equipment
ZE02 - Extruder Equipment
The above two objects should be assigned in the respective equipment
master. For ex:
Rubber mixer equipment master ZE01 should be entered.

ZFD1 Domestic Location

ZFE1 Export Location
The above two objects should be assigned to respective Customer
functional location. For the customers in India, ZFD1 should be assigned
in the Object type field while creating the functional location master.
The usage of object types is purely for reporting purpose.

6.Define Planner Group

Depending on the size and structure of your company, a maintenance
planning group may be an individual department (for central work
preparation), a group of skilled craftsmen or a workshop.
Every piece of equipment and functional location can be allocated to a
maintenance planning group.
Maintenance planning groups can also be used for evaluation purposes.

7.View Profiles for Equipment Master

Equipment master screen layout is configured according to client needs.

8.View Profile for Functional Location

Functional location master screen layout had been designed according to
client requirement

9.Creation of Structural Indicator for Customer

During creation of Functional locations master, String indicator determines
the naming convention of the functional location master. For LTKM, the
string indicator had been designed in such way that the first 6 digit will
accommodate Customer code, next 5 letter stands for customer
description and the last 5 letter stands for State code and running serial
number.

10.

Maintain Equipment Category

11.
Technical Object default category for
Transaction start
The Equipment & Functional master screen is shared by both plant
maintenance and customer service module. Hence for the creation of
Equipment and functional location master for Customer, we have
allocated the Transaction code IE08 & IL08 by assigning the object
category S-Customer

12.

Serial number profile for Equipment

Serial number profile had been created keeping in mind with the logic of
number plate which is being tagged along with the Machine. Serial
number profile is tagged in all the Machine material master. During
delivery process, serial number should be entered for all the Finished
goods. Upon saving the delivery, equipment master will be created
automatically with the code same as serial number entered in delivery.

13.

Serial number profile for Spares

14.

Creation of Notification type

15.
Settings for Notification Type Z1,Z2,Z3 &
Z4
Screen Areas in Notification Header
1. Notification = Z1

2. Notification = Z2

3. Notification = Z3

4. Notification = Z4

 Screen Structure for Extended view

1. Notification = Z1

2. Notification = Z2

3. Notification = Z3

4. Notification = Z4

 Screen Structure for Simplified View

1. Notification = Z1

2. Notification = Z2

3. Notification = Z3

4. Notification = Z4

Catalogs and Catalogs profile of all Notification types

1. Notification = Z1

2. Notification = Z2

3. Notification = Z3

4. Notification = Z4

 Format long text

1. Notification = Z1, Z2, Z3 & Z4

Priority Type
1. Notification type = Z1, Z2, Z3 & Z4

 Partner Determination procedure

1. Notification = Z1

2. Notification = Z2, Z3 & Z4

 Partner Functions Approval

1. Notification = Z1

2. Notification = Z2, Z3 & Z4

 Response Time Monitoring

1.

Notification = Z2 & Z4

1. Number range for Notification Type

All the CS Notification types (Z1, Z2, Z3 & Z4) will start
with number range 300000000 to 399999999

16.

Notification type with Order type

The notification types are directly assigned with Service order type. This
assignment will enable the user to create the service order directly from
the notification screen.

17.

Special Parameters for Notification type

The notification types are assigned with a specific sale order type. This
assignment enables the user to create a sale order directly from the
notification. This ensures that a sale order will having reference of
notification number and it will be displayed in the document flow.
Notification type Z1

Notification type Z3

Notification type Z4

18.
Assignment of Priority types with
Notification
Notification types - Z1, Z2, Z3 & Z4

19.

Action Box

Notification Z1

Notification Z2

Notification Z3

Notification Z4

20.

Creation of Service order type

Service order ZS01

Service order = ZS02

Service order = ZS03

21.

Creation of Plant Section

Plant section EXT & MIX is created. The respective data is entered in the
Equipment master data. Assignment of the below value in equipment
masters will help in displaying reports separately for Extruder and Mixers.

22.

Indicator for Refurbishment Process

23.

Number range for Service order

The number range for the Customer Service order types ZS01, ZS02 & ZS03 is
from 4000000 to 4999999.

24.

Assign Order types to Maintenance Plant

25.
Default Planning indicator for Order
Types

26.

Access Sequence for Address Data

27.

Settlement Rule

28.
Proposed Reference time for Technical
completion

29.

Default Control key for order type

Order type = ZS01

Order type = ZS02

Order type = ZS03

30.
Maintenance Activity type default for
order type

31.

Assignment of Priority Type

32.

Current Date Default for orders

33.
Default Values for Component Item
Categories

34.
Movement Types for Material
Reservations

35.

Activation of Default Date

Upon activation of default date, in the service order automatically basic

dates will be assigned current date during creation of service order.

36.

Default value for unit of operations

During entering of operation activity, in service order by default, HR will

be unit of measurement.

37.
Partner Determination Assignment with
Order

38.

Dip profile

Configuration of Dip profile is to create a Sales document from Service

order. By using transaction code DP80, you can create a quotation by
referring the service order. Also by using Tcode DP90, one can create a
sales order with reference to Service order. Consumption of resources in
service order is billed through this Dip profile. Its also called as resource
related billing.